What departments does Edelman Financial Engines have?

Edelman Financial Engines has employees across 14 departments including Analytics, Finance, Information Security, Legal, Human Resources.

What is the largest department at Edelman Financial Engines?

The largest department at Edelman Financial Engines is Finance with 9 employees.

Where are Edelman Financial Engines employees located globally?

Edelman Financial Engines has employees across 4 continents and 5 countries including Togo, India, Philippines, Portugal, United States Of America.

How has Edelman Financial Engines's team size changed over time?

Edelman Financial Engines's team has decreased from approximately 1.9K to 1.4K employees based on available data.

Edelman Financial Engines Employee Directory

Q: Who are Edelman Financial Engines's key employees and leadership?

Edelman Financial Engines's key employees include: Executive Assistant To President And Ceo: S. H., Chief Executive Officer: S. P., Cto Vice President Software Architecture: R. P., Chief Planning Officer: M. L., Chief Financial Officer: S. G..

Financial ServicesCalifornia, United States1001-5000 Employees

Edelman Financial Engines is a financial services company headquartered in Santa Clara, California, with a workforce of about 1,001 to 5,000 employees. The firm provides wealth management and financial planning services, combining technology driven tools with personalized advisory support to help individual investors manage their financial lives. It also serves employers by offering a suite of personalized financial solutions to employees, spanning major life events from first paycheck to retirement. Founded more than 35 years ago, Edelman Financial Engines describes itself as an independent wealth planning and workplace investment advisory firm serving clients across the United States, with more than 1.3 million clients as of December 2024. The company operates within the financial services industry and maintains a website at edelmanfinancialengines.com.

Edelman Financial Engines Global Highlights

North America
1.9K

United States Of America
1.9K

Asia
52

India
51
Philippines
1

Africa
1

Togo
1

Europe
1

Portugal
1

Edelman Financial Engines's Leadership

S. P.
Chief Executive Officer
Mobile Phone
Email
R. P.
Cto Vice President Software Architecture
Mobile Phone
Email
M. L.
Chief Planning Officer
Mobile Phone
Email
S. G.
Chief Financial Officer
Mobile Phone
Email
A. T.
Chief Information Security Officer
Mobile Phone
Email
A. A.
Chief Legal And Risk Officer
Mobile Phone
Email
V. B. P.
Chief People Officer
Mobile Phone
Email
B. C.
Chief Operations Officer
Mobile Phone
Email

Edelman Financial Engines Employee Metrics

100%

50%

0%

2026

2025

Finance
Engineering
Analytics
Marketing
Operations
Other
Banking
Program & Project Management
Information Technology
Human Resources

Contact profiles from Edelman Financial Engines

Name

Title

Contact Info

Location

Last Update

J. S.
Senior Vice President, Head Of Technology
Mobile Phone
Email
United StatesMassachusetts
May 11, 2026
L. S.
Vice President Communications
Mobile Phone
Email
United StatesMassachusetts
Jun 03, 2026
J. R.
Vp New Client Development
Mobile Phone
Email
United StatesTexas
May 18, 2026
M. R.
Vp - Wealth Planning Analytics
Mobile Phone
Email
United StatesNew Jersey
May 18, 2026
D. M.
Senior Vice President, Head Of Finance
Mobile Phone
Email
United StatesRhode Island
Sep 11, 2024
K. H.
Vice President
Mobile Phone
Email
United StatesKansas
May 30, 2026
S. M. C.
Vice President Communications
Mobile Phone
Email
United StatesMassachusetts
May 27, 2026
S. D.
Vp, Head Of Procurement, Accounts Payable, Corporate Travel & Third-Party Vendor Risk
Mobile Phone
Email
United StatesMassachusetts
May 29, 2026
M. D.
Vice President - Integrated Marketing
Mobile Phone
Email
United StatesMinnesota
Feb 20, 2025
K. G. W.
Chief Of Staff, Marketing
Mobile Phone
Email
United StatesMassachusetts
Jun 02, 2026

Frequently Asked Questions

What is Edelman Financial Engines known for?

Edelman Financial Engines was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 3315 Scott Boulevard 4th Floor Santa Clara, California United States; you can contact the main corporate office by phone at

+1-617-556-****

. Explore Edelman Financial Engines's company overview page for more information.

What is Edelman Financial Engines's most common email format?

Edelman Financial Engines employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Edelman Financial Engines email formats with LeadIQ.

How many employees does Edelman Financial Engines have currently?

Edelman Financial Engines has approximately 1.6K employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

Who are Edelman Financial Engines's key employees and leadership?

As of June 2026, Edelman Financial Engines's key employees include:

Chief Executive Officer: S. P.
Cto Vice President Software Architecture: R. P.
Chief Planning Officer: M. L.
Chief Financial Officer: S. G.
Chief Information Security Officer: A. T.

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Edelman Financial Engines Employee Directory

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